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JBA
Johnson Bixby & Associates’s
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
Stock Holding History
Johnson Bixby & Associates’s Portfolio
VTIP Stock Details
VTIP Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q4
–
Sell
-4,895
Closed
-$248K
–
129
2025
Q3
$248K
Buy
4,895
+4
+0.1%
+$201
0.03%
105
2025
Q2
$246K
Buy
+4,891
New
+$244K
0.03%
106
2024
Q3
–
Sell
-5,166
Closed
-$251K
–
118
2024
Q2
$251K
Sell
5,166
-5,025
-49%
-$242K
0.04%
96
2024
Q1
$488K
Sell
10,191
-7,482
-42%
-$356K
0.08%
63
2023
Q4
$839K
Sell
17,673
-7,056
-29%
-$334K
0.16%
49
2023
Q3
$1.17M
Sell
24,729
-10,563
-30%
-$499K
0.24%
39
2023
Q2
$1.67M
Sell
35,292
-8,590
-20%
-$409K
0.35%
33
2023
Q1
$2.1M
Sell
43,882
-8,861
-17%
-$417K
0.46%
31
2022
Q4
$2.46M
Sell
52,743
-34,323
-39%
-$1.64M
0.57%
28
2022
Q3
$4.19M
Sell
87,066
-17,412
-17%
-$863K
1.05%
20
2022
Q2
$5.24M
Sell
104,478
-68,318
-40%
-$3.46M
1.28%
19
2022
Q1
$8.85M
Sell
172,796
-68,455
-28%
-$3.51M
2.28%
12
2021
Q4
$12.4M
Buy
241,251
+15,387
+7%
+$801K
3.29%
11
2021
Q3
$11.9M
Buy
225,864
+4,098
+2%
+$215K
3.44%
9
2021
Q2
$11.6M
Buy
221,766
+29,071
+15%
+$1.52M
3.36%
9
2021
Q1
$9.93M
Buy
192,695
+30,357
+19%
+$1.56M
3.14%
9
2020
Q4
$8.29M
Buy
+162,338
New
+$8.26M
2.74%
10
Other funds holding VTIP
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$1.47T AUM
27.86%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
SEI Investments
Oaks, Pennsylvania
$108B AUM
26.14%
1-Year Est. Return
VA
Valmark Advisers
Akron, Ohio
$8.42B AUM
14.36%
1-Year Est. Return
CA
Cambridge Associates
Boston, Massachusetts
$6.27B AUM
14.78%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
EWM
Empirical Wealth Management
Seattle, Washington
$5.75B AUM
21.14%
1-Year Est. Return
Focus Partners Wealth
Boston, Massachusetts
$89.9B AUM
20.5%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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